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Keywords: Senior Private Client Advisor, Location: USA

Page: 6

Executive Search Senior Associate, Private Equity

​Heidrick & Struggles (Nasdaq: HSII) is the world’s foremost advisor on executive leadership, driving superior client... end to end searches, deliver the highest level of client service, and may begin to develop business development skills...

Posted Date: 03 Aug 2025
Salary: $100000 - 125000 per year

Senior Client Associate

individual to join its growing team as a Senior Client Associate. The Senior Client Associate will work with our Private Advisor... as of December 31, 2024. Position: A Private Advisor team within our Rockefeller Global Family Office business is seeking a motivated...

Posted Date: 19 Sep 2025

Retirement Sales and Client Services - Vice President / Senior Vice President

highest quality client service and execution. This is a senior-level distribution role focused on the delivery and ongoing...About the Role iCapital is looking to hire a Vice President or Senior Vice President to join the new Alternatives...

Company: iCapital
Location: USA
Posted Date: 11 Sep 2025

Senior Client Delivery Manager, Enterprise Cloud Services, Palo Alto

. The Senior Client Delivery Manager (CDM) acts as a trusted technical & Delivery advisor in the safeguarding... resource capacity for innovation. THE ROLE As Senior Client Delivery Manager (CDM) we are looking for an accomplished...

Company: SAP
Location: Palo Alto, CA
Posted Date: 04 Sep 2025

Senior Client Delivery Manager, Enterprise Cloud Services, Palo Alto

. The Senior Client Delivery Manager (CDM) acts as a trusted technical & Delivery advisor in the safeguarding... resource capacity for innovation. THE ROLE As Senior Client Delivery Manager (CDM) we are looking for an accomplished...

Company: SAP
Location: Palo Alto, CA
Posted Date: 04 Sep 2025

Senior Registered Client Service Associate

Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor...(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals...

Company: Morgan Stanley
Location: Baltimore, MD
Posted Date: 23 Aug 2025
Salary: $34320 - 90000 per year

Senior Accountant, Client Accounting & Advisory Services

of serving leading public and private organizations in Northeast Ohio, and was recently recognized as a 2024 Best of the... friends. Overview The Senior Accountant supports the efforts of the Controller and/or Assistant Controller on a variety...

Location: Akron, OH
Posted Date: 21 Aug 2025

Senior Client Associate

individual to join its growing team as a Senior Client Associate. The Senior Client Associate will work with our Private Advisor... as of December 31, 2024. Position: A Private Advisor team within our Rockefeller Global Family Office business is seeking a motivated...

Posted Date: 17 Jul 2025

Financial Services-Wealth and Asset Management - Tax Senior-EDGE client aligned

and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax... minimization planning, on-call advice, and tax compliance. Your key responsibilities A senior analyst in FSO EDGE WAM...

Company: EY
Location: New York City, NY
Posted Date: 09 Jul 2025

Senior Client Solutions Professional

-growing segments of the wealth management industry, engaging with private wealth advisors and teams as part of the Private... Wealth sales team in Denver. This hands-on and dynamic role will support and drive the sales efforts of the client-facing...

Company: Partners Group
Location: Broomfield, CO
Posted Date: 27 Aug 2025
Salary: $120000 - 140000 per year

Senior Investment Advisor

investment expert for Private Bank clients. Primarily responsible for retaining existing client relationships and providing... and a continual drive to achieve results. Senior Investment Advisor Total Base Pay Range 119,500.00 - 256,900.00 USD Annual...

Company: Fifth Third Bank
Location: Newport Beach, CA
Posted Date: 02 Oct 2025

Partner Tax Preparation Advisor Senior Manager

solutions to improve client satisfaction - Interact with clients at a senior level to drive project success...Industry/Sector Not Applicable Specialism Finance Management Level Senior Manager Job Description & Summary...

Company: PwC
Location: New York City, NY
Posted Date: 27 Sep 2025

Senior Wealth Advisor SAFE ACT

The Senior Wealth Advisor is a strategic professional who stays abreast of developments within own field... code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact...

Company: Citigroup
Location: Miami, FL
Posted Date: 27 Sep 2025
Salary: $70000 per year

Senior Business Risk & Controls Advisor - Wealth

line of defense risk professional, the Senior Business Risk & Controls Advisor - Wealth is responsible for supporting the... guidance. Responsibilities Risk Strategic Activities - Works with Business Risk & Controls leader and senior management...

Posted Date: 19 Sep 2025

Senior Credit Advisor

Advisor will be the go-to expert on all credit and risk-based products with emphasis and support to Private Banking... relationship managers and business heads. As our Senior Credit Advisor you will: Be responsible for identifying, structuring...

Company: HSBC
Posted Date: 17 Sep 2025

HFA Financial Advisor Senior - Branch

Description Summary: The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client... for partnering with every line of business (Mortgage, Business Banking, Private Bank, etc.) to provide clients with best solutions...

Posted Date: 13 Sep 2025

Tax Advisor - ITTS - International Corpor Tax Adv - FSO - Senior - Multiple Positions

to build. Tax Advisor, International Tax and Transaction Tax Services (International Corporate Tax Advisory), Financial... Services Office (Senior) (Multiple Positions) (1641710), Ernst & Young U.S. LLP, Los Angeles, CA. Work with team to help...

Company: EY
Location: Los Angeles, CA
Posted Date: 12 Sep 2025

Senior Wealth Advisor

for better. About the Role: A Senior Wealth Advisor is an experienced financial professional who can work within a team structure... and with clients. A Senior Wealth Advisor may manage clients linked to a group of branches, business/commercial clients, or function...

Company: Umpqua Bank
Location: Sacramento, CA
Posted Date: 10 Sep 2025

HFA Financial Advisor Senior - Branch

Description Summary: The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client... for partnering with every line of business (Mortgage, Business Banking, Private Bank, etc.) to provide clients with best solutions...

Posted Date: 06 Sep 2025

Senior Financial Advisor

About the job Senior Financial Advisor We are recruiting for a top tier advisor/team in the greater NYC market.... If you are looking for an opportunity to work in a brokerage environment, with the backing of one of the countrys largest private banks...

Company: Norman Alex
Location: New York City, NY
Posted Date: 04 Sep 2025